Business Support Officer / Administrator

SUMMARY:
Dealing with a wide range of enquiries and correspondence, taking initiative to take action where appropriate.

POSITION INFO:

Responsibilities:

• Generating sales reports via system
• Supporting incoming and outgoing mails / calls as required
• Updating client information where required
• Administrative duties i.e. monitoring mail boxes and responding appropriately and timely / maintaining spreadsheets / preparing documentation and distribution thereof
• Understanding the products, sales information, AML, supporting IFA’s
• Obtaining valuations from 3^rd parties
• Undertaking the complaint queries – record, manage and escalate
• Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
• Responsible for processing change of advisor forms
• Provide a high quality administrative support service as required
• Undertaking housekeeping of electronic data
• Providing sales support materials to IFA’s and BDM’s

 Requirements and Competencies:

• Financial services background is advantageous
• Min 2 years exp. in client relations or sales support role
• A tertiary qualification or relevant client services qualification is advantageous
• Strong organisational, time management and communication skills
• Client orientated with a strong sense of what service entails
• Ability to work independently and within a team
• Good communication skills
• Ability to work with confidential and sensitive data
• Ability to work under pressure, multi-task and meet deadlines
• Maintain good client relationships and delivering good service
• High level of commitment and positive attitude
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
• Be energetic in your approach to performing a service to the company
• Present yourself professionally to fellow employees and clients of the company
• Interact respectfully with all persons in the business and all other persons dealing with the company in whatever form

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Please note that only shortlisted candidates will be contacted.

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